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Julie A. Back, CFP®

Lakeview Financial Group

6239 Woodlawn Ave N
Seattle, WA 98103
Phone: (206) 729-1700
Fax: (206) 729-6033

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Household Income Minimum: $100,000
Investable Asset Minimum: $350,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.